📺 ROLLUP: Tik Tok NFTs | Facebook Goes Down | Société Générale & MakerDAO | Ethereum 2.0 Merge Updates
1st Week of October, 2021
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📺 ROLLUP: 1st Week of October
October 7, 2021
5-10 Year ThesisMy 5-10yr crypto "investment thesis": - ETH - DeFi - Layer 2's/scaling - Privacy-focused tech - Cross-L2/chain bridges - NFT infrastructure (+ some NFTs like punks) - Crypto-gaming I know 5-10yrs is forever in crypto but I'm confident that Ethereum is going to eat the world.
Source of Truth
The StaplerThe Howey Test (1946) is closer to the invention of the stapler (1877) than of Ethereum mainnet (2015)
Modular BlockchainsOptimistic Rollups, zkRollups, Valdiums, and Volitions means a shift from a monolithic blockchain model to segregating security, data availability, and execution into different layers This is key to not just the mitigating the blockchain scalability trilemma, but inverting it
Vortex of Value
MEME OF THE WEEK
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Not financial or tax advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This newsletter is not tax advice. Talk to your accountant. Do your own research.
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